Operations Support Administrator - Edinburgh, United Kingdom - Hymans Robertson LLP

Hymans Robertson LLP

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Hymans Robertson Investment Services (HRIS) is fully owned by Hymans Robertson LLP.

HRIS runs a rapidly growing UK discretionary fund management (DFM) proposition, which is focused on designing and managing a model portfolio service (MPS) for its professional clients - in this case, third party UK financial adviser firms.

The MPS portfolios are currently made up of multiple underlying funds, typically spread across a range of asset classes and using different management styles, such as active and passive management.

The Role
This role is to help provide support whilst the Head of Operations is on maternity leave.

This role works closely with the Managing Partner and Business Operations Executive (BOE), offering a significant opportunity to help be a key part of business growth within HRIS and an opportunity to learn about a new and thriving part of Hymans.

Key Responsibilities

Provide comprehensive administration support to the HRIS business.
Provide support with preparation for Management Board, Audit Committee, Investment Committee and Executive Committee meetings. Draft agendas for review by BOE and discuss with Chairs.
Assist with the management of actions from above meetings and encourage completion with key stakeholders.
Work with BOE in all areas of their work including recruitment, management of internal and external thirdparty suppliers, budget monitoring, business planning, risk management, compliance oversight and board reporting.
Assist in preparation of first draft of quarterly reporting/MI to the above committees for review and circulation (e.g. People and Finance reporting, quarterly KPIs, quarterly Risk & Compliance report etc).
Prepare first draft of quarterly Business Operations and Compliance risk registers.
Assist in undertaking due diligence checks on all new clients.
Work with Team Secretary to prepare agendas for fortnightly team meetings and liaise with guest speakers.
Liaise with Team Secretary on organisation of team socials, away days and training days.
Carry out internal audits of document files, intranet sites, client sites and prepare report to Head of Compliance.
Project management across various initiatives such as the implementation of new systems, people initiatives, resourcing plans.
Adhoc actions/projects as needed.

Personal attributes

Excellent interpersonal and communication skills.
Flexible, proactive and innovative approach.
Clear analytical ability.
Excellent team player and able to work on own initiative.
Ability to multitask.
Comfortable working in a dynamic, busy and nimble environment.
Must be extremely organised and have keen eye for attention to detail.
Proactive and strong work ethic and keen to contribute ideas and improvements.
Strong sense of ownership

Qualifications/Experience/Skills

Previous experience in an operational/administrative role.
Financial services experience preferred but not essential.
Proficient in word, excel and power point.
Collaborative and partnering in style effective in building working relationships with internal team members as well as external parties.

We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.

That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important.

We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.

For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.